You will get Magic on Tap CRM Migration with Zapier AI Agents
Project details
Looking to migrate your manual processes into a fully automated CRM system? I help property management and service businesses convert SOPs into automated pipelines in Magic on Tap (Go High Level) with seamless Zapier integration. I will design, build, test, and document your full automation ecosystem. Your project will include up to 9 CRM pipelines, 8–12 Zapier automations, 2–4 AI agents for fallback logic and enrichment, plus internal Slack/email notifications. I personally QA every workflow to ensure error handling, logic branches, and full consistency. Once complete, I deliver step-by-step documentation and Loom training videos for your team. You will leave with a fully scalable CRM system that reduces manual work, increases client satisfaction, and is ready to grow with your business. I specialize in clean, reliable solutions built for long-term success. Book your premium setup today.
Coding Expertise
Cross Browser & Device Compatibility, Performance Optimization, DesignWhat's included $1,500
These options are included with the project scope.
$1,500
- Delivery Time 10 days
- Number of Revisions 3
- Number of Pages 1
Optional add-ons
You can add these on the next page.
Fast 5 Days Delivery
+$500
Additional Revision
+$100About Estefania
Automation & Web Consultant | No-Code Workflows & Integrations
Santo Domingo, Dominican Republic - 5:36 am local time
I help teams save time, reduce operational errors, and increase capacity through robust process automation. My focus is on building automation solutions that are not only effective but also maintainable and easy for your team to operate.
My name is Estefania Peralta Jose. I am an Industrial Engineer with more than 5 years of experience in workflow design, automation, process improvement, and digital systems. I specialize in connecting tools across your tech stack to eliminate inefficiencies and allow your team to focus on what matters most—delivering results.
I have worked with clients in various industries, including banking, ecommerce, B2B services, logistics, and SaaS. My projects range from automating internal operations and finance workflows to building lead generation, CRM routing, onboarding flows, dashboards, and task management systems.
Here’s what I bring to your project:
1. Process Design and Automation Strategy
I don’t just build automations—I map, optimize, and structure your workflows for long-term efficiency. My experience includes everything from building SOP-based CRM pipelines to implementing RPA for administrative teams, and I always align automation to your business goals.
2. Technical Execution
I use tools like Make.com, Power Automate, Airtable, Zapier, Power BI, and OpenAI to build modular automation systems. I understand APIs, filters, time delays, and error handling, and I use these tools to build systems that run reliably and independently.
3. Business Insight
With a background in process improvement and project management, I understand how to translate business requirements into technical flows. I work with founders, department heads, and technical teams to ensure my solutions align with KPIs, budget, and user experience.
4. Documentation and Training
Every automation I deliver includes clear documentation. I also provide Loom walkthroughs or guides upon request, so your team understands how to operate, maintain, and evolve the system. I take knowledge transfer seriously—my goal is to empower your team, not make you dependent on me.
Here are examples of automations I can build or optimize for you:
CRM setup with routing logic, auto-tagging, notifications, and calendar integrations
Lead generation workflows that clean, enrich, and sort contacts into Google Sheets or Airtable
Operational dashboards that connect Power BI or Google Data Studio to live data sources
Email marketing automations (including copy generation with GPT API)
Project/task management automation using tools like ClickUp, Monday, Notion, or Trello
Slack or email alerts based on triggers (form submissions, deadlines, task completions)
Content workflows for social media and blog generation using OpenAI and RSS data
Internal RPA flows for document generation, finance reporting, or approval processes
Certifications and Skills:
Microsoft Certified: Power Platform Developer Associate (2023)
Scrum Fundamentals Certified (2022)
Data Analysis with Pandas – Codecademy (2023)
Statistics & Clean Data with Python – Codecademy (2023)
Ongoing training in Robotic Process Automation (RPA) with Power Automate (started April 2025)
Master’s Degree in IT Project Management (Tech University – started February 2025)
Tools I use regularly:
Make.com, Zapier, Power Automate, Airtable, Power BI, Microsoft 365, Calendly, Google Sheets, Trello, Notion, ClickUp, OpenAI (GPT-4 API), REST APIs, Pega BPM, SQL, Python (basic).
Clients work with me when they want:
Clean and well-documented systems that don't break under scale
Someone who understands business logic and UX, not just tools
Strategic thinking with execution power
Honest communication, realistic timelines, and respectful collaboration
Whether you’re just starting to automate or need to scale an existing system, I can help you build, optimize, and future-proof your operations. I adapt to your tools and processes, and I always align my work with your team’s capacity and goals.
If you’re looking for a partner who can think through complex flows, build modular solutions, and ensure long-term usability—let’s connect.
Send me a message with your use case or challenge, and I’ll let you know how I would approach it.
Let’s make your business run smoother, faster, and smarter—one workflow at a time.
Steps for completing your project
After purchasing the project, send requirements so Estefania can start the project.
Delivery time starts when Estefania receives requirements from you.
Estefania works on your project following the steps below.
Revisions may occur after the delivery date.
Discovery & System Access
We review your documentation and goals. You provide Magic on Tap and Zapier access, pipeline list, and notification preferences. I analyze and plan the automation strategy.
CRM Workflow & Zapier Setup
I build 9 pipelines in Magic on Tap, configure workflow automations, connect Zapier triggers and actions, and set up 2–4 AI agents for fallback logic and lead enrichment.